MIA
Milestone Investment Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.98M | Sell |
95,587
-2,772
| -3% | -$173K | 1.56% | 21 |
|
|
2025
Q1 | $5.87M | Buy |
98,359
+4,123
| +4% | +$246K | 1.63% | 21 |
|
|
2024
Q4 | $5.85M | Buy |
94,236
+19,429
| +26% | +$1.21M | 1.59% | 19 |
|
|
2024
Q3 | $4.57M | Buy |
74,807
+9,102
| +14% | +$556K | 1.28% | 22 |
|
|
2024
Q2 | $3.85M | Buy |
65,705
+61,763
| +1,567% | +$3.62M | 1.02% | 27 |
|
|
2024
Q1 | $221K | Buy |
+3,942
| New | +$221K | 0.06% | 72 |
|